Just curious if anyone has used HubSpot for a mentoring program. I'm looking for a way to give mentors visibility to their mentee's HubSpot records without adding them as users. I could add them as users now as we only have 3 mentors, however there are plans to expand to as many as 100 mentors and that is a lot of users! Another idea I had was to customise the customer portal and provide access to the mentors via password. The mentors are alrea
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I am reaching out to see if there is a way to mass dwngrade many deals and add the correct lines items and close win new upsell opportunities across many courses from a list?
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Hey HubSpot community, some of the emails that are logged into Hubspot via the Outlook extension are duplicated as in the screenshot below. What could be a problem and how is it possible to resolve it?
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Hi Hubspot Community, I have almow 100 meetings which are not associstated to a contact or company. I want to delete these metings, or at least alter the Starting Date so they do not show up in reportes (and mess up my KPI's). Root cause is probably a faulty import. Since no contact or company is associated, they do not show up in Contact or Company views, list or workflows. I can build reports, e.g. for exporting all Redord IDs of the meeti
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I'm in the process of setting up a workflow that creates a new onboarding deal from another pipeline.
The initial workflow worked well, and then I added all the properties I wanted to copy up to the existing deal. When I saved, I got this error:
It took ages to copy up all the needed properties, and I can't save the workflow. Nothing else is red or highlighted to change within the rest of the workflow. W
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Summary
Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
I have a contact property that defines customer type. Some customers fall into multiple categories and others are only 1. I have it setup to multiple select which enables reporting. With the new leads pipelines options. I want to create some autom read more
Hi @Keegan4123 ,
Currently, as you already found, you can either clear, replace, and append. Anything you want to set up has to follow those '...read more
I have a non-HubSpot form on my website for career applications, which includes a field for CV uploads. The form syncs contacts and information into HubSpot. Is there a way to filter or categorize CV files in HubSpot by position keywords (e.g., 'Mar read more
Hi @CDeMares ,
Not that I know off, no. Files on records cannot be searched and there aren't any file-specific workflow actions, so no categor...read more
Hello everyone, We are using Salesforce as a CRM and HubSpot enterprise marketing hub. I would love to know what are some best practices for handling and managing disqualified leads and closing lost deals. Because we're using Salesforce - HubSpo read more
So hubspot is creating a calendar invite automatically to anyone who goes onto my calendar -- its linked to outlook. Problem tho is it doesnt put a teams meeting link in the invite. Do I change that in Hubspot and where? Or is an outlook thing?? read more
Hi @VCunningham2 ,
It's a HubSot Teams integration and meeting link setting, you can find the instructions here: https://knowledge.hubspot.co...read more
I have imported a list to Hubspot of a group that I work with. I am sending them an email and want to log it from my gmail. BUT it is only going to log to 14 of the 40 contacts. I don't understand why it is not working. Some of the people d read more
Hey @MColborn , happy Friday!
Integrating CAKE with HubSpot can be done, but it typically requires custom integration, either through HubSpo...read more